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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1276
Atticus Wealth Management
Florida
$12K +$12.1K +160 New
FFG
1277
Ford Financial Group
California
$12K +$13.2K +175 New
AWM
1278
Accel Wealth Management
Iowa
$11K – – –
BC
1279
Burleson & Co
California
$11K – – –
GWMIA
1280
Global Wealth Management Investment Advisory
Florida
$11K – – –
SWA
1281
SOA Wealth Advisors
New York
$11K +$76 +1 +0.6%
BWP
1282
Baldwin Wealth Partners
Massachusetts
$10K – – –
EDRH
1283
Edmond de Rothschild Holding
Switzerland
$10K – – –
PGAM
1284
Princeton Global Asset Management
New Jersey
$10K – – –
RAM
1285
Riggs Asset Management
Pennsylvania
$10K – – –
RBC
1286
Roble Belko & Company
Pennsylvania
$10K – – –
SAM
1287
Strategic Asset Management
Minnesota
$10K +$76 +1 +0.7%
EI
1288
Ellevest Inc
New York
$10K +$10.2K +135 New
SC
1289
Stephens Consulting
Michigan
$9.64K +$10.1K +133 New
PPWM
1290
PFG Private Wealth Management
Florida
$9K – – –
TC
1291
Truvestments Capital
Florida
$9K – – –
PA
1292
PSI Advisors
Florida
$9K +$454 +6 +5%
FCMA
1293
Foresight Capital Management Advisors
Michigan
$9K +$9.45K +125 New
KC
1294
Kenfarb & Co
Kentucky
$8K +$7.86K +104 New
BAM
1295
Byrne Asset Management
New Jersey
$8K +$8.54K +113 New
HS
1296
Horan Securities
United States
$8K +$8.54K +113 New
RWM
1297
Raffa Wealth Management
District of Columbia
$7.9K +$2.49K +33 +43%
ASBI
1298
American State Bank (Iowa)
Iowa
$7.61K – – –
BIA
1299
Bell Investment Advisors
California
$7K -$3.85K -51 -36%
1IA
1300
1834 Investment Advisors
Wisconsin
$7K -$3.78K -50 -35%
50 51
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